First National Trust’s Goldman Sachs BDC GSBD Stock Holding History

First National Trust’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-311,196	Closed	-$2.76M	–	411
2026 Q1	$2.76M	Hold	311,196	–	–	0.09%	158
2025 Q4	$2.89M	Hold	311,196	–	–	0.1%	156
2025 Q3	$3.16M	Buy	311,196 +824	+0.3%	+$9.37K	0.11%	149
2025 Q2	$3.49M	Buy	310,372 +88,889	+40%	+$980K	0.13%	141
2025 Q1	$2.58M	Hold	221,483	–	–	0.1%	158
2024 Q4	$2.68M	Buy	+221,483	New	+$2.91M	0.1%	146

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

First National Trust's GSBD Position: Q2 2026 in Review

First National Trust sold out of Goldman Sachs BDC (GSBD) in Q2 2026, closing a stake of 311,196 shares — an estimated $2.76M sold.

First National Trust first reported a position in GSBD in Q4 2024 and held it in 6 quarters. The position peaked at $3.49M in Q2 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

First National Trust reported no remaining Goldman Sachs BDC position as of Q2 2026 after selling out during the quarter.
First National Trust sold 311,196 Goldman Sachs BDC shares in Q2 2026, an estimated $2.76M.
First National Trust first reported a position in Goldman Sachs BDC in Q4 2024 and held it in 6 quarters.
First National Trust's Goldman Sachs BDC position peaked at $3.49M in Q2 2025.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.